PWAG
AMJ

Polaris Wealth Advisory Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Polaris Wealth Advisory Group’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-488
Closed -$13K – 489
2018
Q3 		$13K Buy
+488
New +$13.6K ﹤0.01% 380
2018
Q2 		– Sell
-488
Closed -$12K – 443
2018
Q1 		$12K Buy
+488
New +$13.4K ﹤0.01% 350

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Polaris Wealth Advisory Group's AMJ Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 488 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in AMJ in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 488 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $13K in Q3 2018.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.